Moss Adams Wealth Advisors’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Moss Adams Wealth Advisors’s Portfolio SPDW Stock Details SPDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4M	Sell	344,497 -5,131	-1%	-$254K	1.08%	13
2026 Q1	$16M	Sell	349,628 -11,751	-3%	-$551K	1.17%	12
2025 Q4	$16M	Sell	361,379 -22,791	-6%	-$996K	1.16%	14
2025 Q3	$16.4M	Buy	384,170 +323	+0.1%	+$13.4K	1.28%	13
2025 Q2	$15.5M	Buy	383,847 +4,662	+1%	+$179K	1.41%	13
2025 Q1	$13.8M	Sell	379,185 -2,680	-0.7%	-$96.8K	1.45%	12
2024 Q4	$13M	Sell	381,865 -1,478	-0.4%	-$52.9K	1.38%	12
2024 Q3	$14.4M	Sell	383,343 -63,298	-14%	-$2.28M	1.58%	12
2024 Q2	$15.7M	Sell	446,641 -8,172	-2%	-$291K	2.16%	9
2024 Q1	$16.3M	Buy	454,813 +126,280	+38%	+$4.34M	2.62%	7
2023 Q4	$11.2M	Buy	328,533 +119,131	+57%	+$3.78M	2.33%	7
2023 Q3	$6.49M	Sell	209,402 -7,177	-3%	-$232K	2.22%	9
2023 Q2	$7.05M	Sell	216,579 -19,644	-8%	-$641K	2.3%	9
2023 Q1	$7.59M	Sell	236,223 -21,131	-8%	-$667K	2.58%	7
2022 Q4	$7.64M	Buy	+257,354	New	+$7.39M	3.82%	6

Other funds holding SPDW

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

JFA

JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

MFS

McNamara Financial Services Marshfield, Massachusetts $580M AUM 17.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Moss Adams Wealth Advisors's SPDW Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 1.5% in Q2 2026, selling an estimated $254K and leaving 344,497 shares worth $17.4M. The position accounts for 1.08% of the portfolio, ranked #13.

Moss Adams Wealth Advisors first reported a position in SPDW in Q4 2022 and has held it in 15 quarters since. 541 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Moss Adams Wealth Advisors held 344,497 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $17.4M as of Q2 2026.
Moss Adams Wealth Advisors sold 5,131 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $254K.
State Street SPDR Portfolio Developed World ex-US ETF made up 1.08% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Moss Adams Wealth Advisors first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
541 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.